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WhatsApp Personal Number Integration with Vtiger CRM

This article is about integrating your Personal WhatsApp number with Vtiger CRM.
L
Lavanya R
27 Jul, 2026 - Updated  3 months ago

Feature Availability

Vtiger Editions: One Pilot | One Growth | One Professional | One Enterprise | One AI

Introduction

Vtiger CRM allows you to connect your personal WhatsApp number and communicate with contacts directly from the Mobile CRM app. By integrating your WhatsApp account, you can send messages, manage customer conversations, and stay connected with your contacts from a single platform.

Benefits of using WhatsApp Personal Mobile Integration

The benefits of integrating a WhatsApp personal number with Vtiger are:

  • Use your personal WhatsApp number at no additional cost without purchasing a WhatsApp Business API.
  • Track CRM notifications and automatically create incoming and outgoing WhatsApp records in Vtiger CRM
  • Send WhatsApp messages directly from the Vtiger Mobile CRM app.
  • Communicate with contacts without switching between multiple applications.
  • Access customer information and conversations from a single platform.

Limitations

The lmitations of using WhatsApp Personal Number Integration are:

  • You cannot send or view attachments.
  • You must manually tap Send after Vtiger CRM auto-fills the message in the WhatsApp compose text box.
  • You cannot send bulk messages to multiple contacts; you can send only one message at a time to each contact.
  • You cannot track messages from Friends, Family, or WhatsApp Groups in the Vtiger app. Contacts saved in your device's phonebook are treated as personal contacts and are excluded from tracking.
  • You should use this integration for limited usage scenarios.
  • You must keep the app active or running in the background to track WhatsApp messages from CRM contacts.

In this article, you will learn how to

  • Installing Vtiger Mobile App
  • Sending a WhatsApp message

Key Terminology

Key Term 

Definition

WhatsApp Notification Tracker

This feature tracks incoming and outgoing WhatsApp messages from CRM contacts.

WhatsApp Templates

Users can use configured WhatsApp templates from CRM when composing WhatsApp messages in the Vtiger CRM Mobile App.

WhatsApp API

The WhatsApp Business API connects a marketing platform or CRM with the WhatsApp business solution. Access is granted through official WhatsApp business partners.

Notification Access

This is the first notification option under all apps. It’s a basic setting that allows you to enable or disable all app notifications.

Installing Vtiger Mobile CRM App

Follow the steps below to install WhatsApp Personal Mobile:

  1. Look for the Play Store on your phone. It may be on the opening screen or in a folder, depending on your settings.
  2. Click Play Store. 
  1. Search for Vtiger CRM.
 
  1. Click Install.
 

The Vtiger CRM app will be installed on your phone.

Enabling Personal WhatsApp Number in Vtiger CRM

The Vtiger Mobile CRM app tracks WhatsApp notifications received on your phone. When you receive messages from contacts stored in Vtiger CRM, the app automatically creates Incoming Message records and links them to the corresponding contact in the CRM.

Follow the steps below to set up WhatsApp personal Mobile:

 
  1. Log in to your Vtiger account.
  2. Click the main Menu. 
 
  1. Click Settings.
 
 
  1. Go to the Vtiger WhatsApp Settings section.
    1. Enable Use Personal WhatsApp.
    2. Enter the mobile number on which you are using WhatsApp. 
 
 
  1. An Allow Notification Access to Vtiger message pops up.
  2. Click Continue. 
    1. The Please configure your personal WhatsApp number pop-up opens.
 
  1. Enter your mobile number.
  2. Click Confirm.
 
 
  1. You will be directed to the Notification Access settings of your phone.
  2. Enable Vtiger CRM by activating the toggle button. 
Note: You can set up multiple numbers for WhatsApp, provided all the numbers are from the same service provider. For example, if you have two numbers from Wablas, you now make both numbers active for WhatsApp and use them for communication.

Sending a WhatsApp Message

From the Vtiger CRM Mobile application, you can compose a message using WhatsApp templates, and then you can send a reply using the WhatsApp application. When you click on Send from the Vtiger CRM mobile application, it will open the WhatsApp application, and the message gets filled automatically, which is composed in the Vtiger mobile app.

Once the message is auto-filled in the WhatsApp application, the user has to manually click on the send button.

Follow the steps below to send a WhatsApp message:

  1. Log in to the CRM.
  2. Click the main Menu.
  3. Go to Essentails.
  4. Click Contacts. The Contacts module opens.
  5. Select a contact to send the message to.

Note: The Contact’s number should be in the system, and they should have configured WhatsApp.

 
 
  1. Click on the Ellipse next to the Edit icon.
 
  1. Select WhatsApp.
 
 
  1. Type a message or click the + icon to select the template.
 
  1. Select the Template.
   
  1. Click Send.
  
  1. The message gets auto-filled in WhatsApp based on the selected template.
  2. Click Send.
​​​​​The message will be sent to the selected Contact.

References

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